ACT Two Investors LLC
Firm details
- Headquarters
- ,
- CRD number
- 294046
- Registered since
- April 25, 2018
- Website
- www.acttwoinvestors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.9%
- Individuals1.63%
- Pension & Profit Sharing Plans1.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ACT Two Investors LLC is an SEC-registered investment adviser (since 2018) organized as an LLC and owned by an individual. The firm provides fee-based portfolio management on a percentage-of-AUM basis and serves both individual/family clients and institutional accounts. Its advisory focus is portfolio management for individuals and small businesses. Regulatory filings indicate the firm does not classify itself as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Marcos Peixoto
Operations ConsultantCRD 4782526
Jeffrey Scharf
CCOCRD 5267192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$39.9M in ETFs
100%
$39.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $19.8M | 207,870 | 49.77% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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